Plan Highlights
Indiana529 Advisor Savings Plan can help education dreams become reality
Tax Benefits
Enjoy tax-deferred growth, and a generous Indiana state tax credit only available through Indiana529.1
Affordable
Establish an account with as little as $25, and make monthly automatic contributions of just $25 or more.
Flexible
Funds can be used for 2- and 4-year colleges, graduate schools, eligible apprenticeships, and vocational/technical schools.
Investment Options
Portfolios that work for everyone.
Indiana529 Advisor gives you a range of investment options that span asset classes and styles. So you can customize a plan to match each client’s unique situation, including time horizon and comfort with risk.
Support for advisors
Dedicated resources.
Access everything you need to support your clients on their education savings journey.
1Indiana taxpayers are eligible for a state income tax credit of 20% of contributions to an Indiana529 Advisor account, up to $1,500 per year. This credit may be subject to recapture from the account owner (not the contributor) in certain circumstances, such as rollovers to another state's 529 plan, federal non-qualified withdrawals, withdrawals used to pay elementary or secondary school tuition for a school outside of Indiana, qualified education loan repayments, or rollovers to a Roth IRA account, as described in the Disclosure Booklet.
